Betterment Investment Accounts Referral Code

Betterment Investment Accounts Promo Codes & Referral Bonuses 2025

Welcome to the Betterment Investment Accounts referral page, your automated co-pilot for effortless investing. Betterment builds globally diversified ETF portfolios with a low 0.25% advisory fee and just a $10 digital minimum, covering taxable accounts, IRAs, and trusts. Fractional shares, Smart Deposit, and daily Tax Loss Harvesting+ keep every contribution invested while Cash Reserve offers up to $2 million in FDIC insurance for individuals and Cash Back Checking adds debit access with ATM reimbursements.

Using a Betterment Investment Accounts referral is simple! Share your link with aspiring investors who want automated portfolios and both of you gain fee waivers once an account is funded.

✨ The benefits of the Betterment referral program are excellent! New investors can receive up to 12 months of advisory fees waived after funding qualifying deposits—commonly three months free after $15,000—plus guided onboarding tips. 🥳 For referring clients, you'll earn matching months of free management (up to a year per calendar cycle) every time a friend joins through your link.

Here's how to make the most of a Betterment Investment Accounts referral:

1️⃣ Click a referral link from this page to start the guided account setup and risk assessment quiz.

2️⃣ Choose goals like retirement, emergency savings, or a major purchase, then connect your bank for automated transfers.

3️⃣ Fund taxable, IRA, or trust accounts to trigger fee waivers, enable Tax Loss Harvesting+, and personalize with SRI or flexible portfolios.

4️⃣ Track progress in the Betterment app, rebalance with one tap, and explore Cash Reserve or Checking for integrated cash management.

Sharing automated investing tools is rewarding for everyone! ✨ Betterment referrals help friends enjoy diversified portfolios, smart tax features, and easy goal planning while you extend zero-fee management time. Share the hands-off investing advantage. 🚀